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Five years on: What next for the evolution of Open Banking?

Although we’re five years on from the launch of Open Banking, it feels like we’ve only just started to fulfil the potential of sharing data across financial services, writes Nick Eatock ....

United Kingdom , Open Banking , Markets Authority , Open Banking Implementation Entity , Banking Impact Report , Personal Finance Portal , Nick Eatock , Open Banking ,

Behind the Headlines: Problems persist for Intelliflo

Almost every week, I notice tweets from advisers about issues they are having with Intelliflo Office. And I have also spoken to quite a few IFAs who are frustrated that the system keeps cutting out or is slow. ....

Garry Hale , Stephanie Pickering , Andrew Neligan , John Wheatley , Robert Lewis , Easter Bank Holiday , Intelliflo Office , Queen Jubilee Bank Holiday , Financial Solutions , Jubilee Bank Holiday , Objective Wealth , Sense Financial Solutions , Money Marketing , Tom Ham , Calton Wealth Management , Gameplan Wealth , Intelliflo Connect , Personal Finance Portal , Verity Wealth Management ,

Advisers continue to be plagued by Intelliflo Office issues

Advisers have continued to experience issues with Intelliflo Office. The back-office system was down this morning (13 May), with users unable to login. ....

Garry Hale , Stephanie Pickering , Ian Mckenna , Robert Lewis , Intelliflo Office , Financial Technology Research Centre , Money Marketing , Calton Wealth Management , Gameplan Wealth , Intelliflo Connect , Personal Finance Portal , Verity Wealth Management ,

Ian McKenna: The next generation of client portal services

Returning after the inevitable two-year Covid created gap, today’s Intelliflo Connect conference saw the announcement of many new features which will be welcome to users. ....

Intelliflo Office , Technology Through Advice , Intelliflo Connect , Personal Finance Portal , Intelliflo Store , Personal Finance , Intelliflo Designer , Empowering Technology Through Advice ,

Alan Moran: Financial management - starting with the basics

Alan Moran has been sharing his financial management system (learned from his dear Nan) with clients for more than 30 years. Here, with a few client anecdotes thrown in, he shares it with PA. ....

Cater Allen Bank , Open Banking , Personal Finance Portal , Client Management , Nan Lilian Price , Blaina South Wales , Alan Moran ,